Computación en la nube
La computación en la nube ofrece servidores, almacenamiento y software en alquiler, en lugar de vender hardware para que el cliente lo opere en sus propias instalaciones. Transformó el gasto en tecnología de un proyecto de inversión de capital en una factura mensual, y las plataformas que la alojan se han convertido en infraestructura crítica por derecho propio.
64 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 351 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 847 M | +USD 85.3 M | 19 | 8.88% | Aumentadas |
|
| 352 |
Huntington National Bank
Columbus,
Ohio
| USD 846 M | +USD 57 M | 22 | 8.47% | Aumentadas |
|
| 353 |
Markel Group
Glen Allen,
Virginia
| USD 844 M | +USD 425 k | 4 | 10.68% | Aumentadas |
|
| 354 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 843 M | +USD 267 M | 4 | 24.35% | Aumentadas |
|
| 355 |
Mackay Shields LLC
New York
| USD 834 M | -USD 395 M | 10 | 7.84% | Reducidas |
|
| 356 |
Tybourne Capital Management
Hong Kong
| USD 830 M | -USD 122 M | 3 | 17.48% | Reducidas |
|
| 357 |
John W. Bristol & Co
New York
| USD 827 M | -USD 11.5 M | 6 | 15.2% | Reducidas |
|
| 358 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 820 M | +USD 156 M | 13 | 6.82% | Aumentadas |
|
| 359 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 814 M | -USD 29.3 M | 9 | 4.96% | Reducidas |
|
| 360 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| USD 814 M | -USD 627 k | 15 | 14.51% | Reducidas |
|
| 361 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 807 M | +USD 78.3 M | 3 | 9.78% | Aumentadas |
|
| 362 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 805 M | +USD 1.6 M | 7 | 23.52% | Aumentadas |
|
| 363 |
Brighton Jones LLC
Seattle,
Washington
| USD 804 M | +USD 18 M | 13 | 41.4% | Aumentadas |
|
| 364 |
Advisors Asset Management
Monument,
Colorado
| USD 801 M | -USD 45.5 M | 17 | 11.24% | Reducidas |
|
| 365 |
Shell Asset Management
The Hague,
Netherlands
| USD 801 M | -USD 24.4 M | 20 | 15.52% | Reducidas |
|
| 366 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 800 M | -USD 67.6 M | 4 | 22.64% | Reducidas |
|
| 367 |
PCM
Palestra Capital Management
New York
| USD 799 M | +USD 21.9 M | 4 | 17.2% | Aumentadas |
|
| 368 |
Mariner
Overland Park,
Kansas
| USD 798 M | +USD 70.8 M | 12 | 4.95% | Aumentadas |
|
| 369 |
Atalanta Sosnoff Capital
New York
| USD 796 M | +USD 62.3 M | 6 | 18.39% | Aumentadas |
|
| 370 |
Laurion Capital Management
New York
| USD 792 M | +USD 305 M | 7 | 4.4% | Aumentadas |
|
| 371 |
SCM
Steadfast Capital Management
New York
| USD 791 M | +USD 124 M | 2 | 7.29% | Aumentadas |
|
| 372 |
Morningstar Investment Services
Chicago,
Illinois
| USD 768 M | +USD 17.4 M | 6 | 9.21% | Aumentadas |
|
| 373 |
Evercore Wealth Management
New York
| USD 761 M | +USD 3.28 M | 7 | 13.92% | Aumentadas |
|
| 374 |
Clal Insurance
Tel-Aviv,
Israel
| USD 757 M | +USD 93.3 M | 5 | 8.66% | Aumentadas |
|
| 375 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 755 M | -USD 150 M | 15 | 8.47% | Reducidas |
|